Oklahoma Probate Intake Form Page 2
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8211 N. Broadway
Edmond, OK 73034
(405) 286-2335 Telephone
(405) 286-2770 Facsimile
CLIENT INFORMATION & PROBATE WORKSHEET
Date:
Attorney Assigned:
Referred By:
Clients Name:
Date of Birth:
SSN:
XXX-XX-XXXX
Physical Address:
Mailing Address:
City:
State:
Zip:
Home Telephone:
Permission granted to call
Work Telephone:
Permission granted to call
Cellphone Number:
Permission granted to call
Pager Number:
Permission granted to call
Fax Number:
E-Mail:
Client Information Entered in TABS :
________
New Client Number Assigned:
________
Primary Attorney Assigned:
________
New Folder Made in EL Directory:
________
File Folder Created:
________
Contract Signed & In File:
________
[ ] Testate
[ ] Intestate
[ ] Ancillary [ ] Summary Administration
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Parent category: Legal